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Disclosery

Verde Capital Management: HEFA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Verde Capital Management on HEFA, newest first. How the timeline and the estimate are built.

Verde Capital Management held 881,454 HEFA shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 881,454 shares
    Change vs previous 13F +49,914 shares

    7.65% of the 13F portfolio, value $41,362,258.

    13F-HR 0001802891-26-000003 filed by Verde Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 831,540 shares
    Change vs previous 13F +57,007 shares

    7.56% of the 13F portfolio, value $35,336,317.

    13F-HR 0001802891-26-000002 filed by Verde Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 774,533 shares
    Change vs previous 13F +55,519 shares

    6.83% of the 13F portfolio, value $32,034,673.

    13F-HR 0002085853-26-000212 filed by Verde Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 719,014 shares
    Change vs previous 13F +59,192 shares

    6.31% of the 13F portfolio, value $28,480,133.

    13F-HR 0002085853-25-000259 filed by Verde Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 659,822 shares
    Change vs previous 13F +52,580 shares

    6.18% of the 13F portfolio, value $25,046,831.

    13F-HR 0001667731-25-000743 filed by Verde Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 607,242 shares
    Change vs previous 13F +12,301 shares

    6.27% of the 13F portfolio, value $22,036,806.

    13F-HR 0001667731-25-000385 filed by Verde Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 594,941 shares
    Change vs previous 13F +60,570 shares

    5.83% of the 13F portfolio, value $20,674,184.

    13F-HR 0001667731-25-000053 filed by Verde Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 534,371 shares
    Change vs previous 13F not available

    5.68% of the 13F portfolio, value $18,927,437.

    13F-HR 0001802891-24-000007 filed by Verde Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).